DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,650,178 | +198.7% | 55,098 | +209.1% | 0.13% | +149.0% |
| Q2 2023 | $552,492 | +17.2% | 17,828 | +8.8% | 0.05% | +70.0% |
| Q1 2023 | $471,449 | -35.4% | 16,387 | -39.4% | 0.03% | -58.9% |
| Q4 2022 | $730,355 | -2.5% | 27,030 | -9.3% | 0.07% | +151.7% |
| Q3 2022 | $749,000 | +8.9% | 29,813 | +14.6% | 0.03% | -69.5% |
| Q2 2022 | $688,000 | -14.9% | 26,015 | +1.4% | 0.10% | +9.2% |
| Q1 2022 | $808,000 | -9.9% | 25,649 | -5.6% | 0.09% | -6.5% |
| Q4 2021 | $897,000 | +43.3% | 27,173 | +39.2% | 0.09% | +17.7% |
| Q3 2021 | $626,000 | – | 19,516 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aquire Wealth Advisors, LLC | 3,071,645 | $91,995,756 | 38.36% |
| Kooman & Associates | 2,416,386 | $72,370,761 | 36.62% |
| Blankinship & Foster, LLC | 2,665,027 | $79,817,549 | 26.39% |
| Arista Wealth Management, LLC | 1,741,294 | $52,151,762 | 20.42% |
| Essential Planning, LLC. | 1,176,301 | $35,289,830 | 19.55% |
| Financial Connections Group, Inc. | 460,406 | $13,789 | 17.01% |
| Spinnaker Investment Group, LLC | 1,364,068 | $40,853,826 | 13.73% |
| BCM ADVISORS, LLC | 1,458,357 | $44,217,384 | 13.10% |
| Envision Financial Planning, LLC | 429,490 | $12,863,231 | 12.74% |
| FirstPurpose Wealth LLC | 974,200 | $29,177,290 | 12.60% |